Posted today · be early
CPQ/RCA/PSA Solutions Specialist
The Access Group
IndiaremotePosted today
Skill Required
Salesforce-AdministratorCPQ-SpecialistRevenue-Cloud-SpecialistPSA-AdministratorSales-Solutions-SpecialistCPQ-Solution-ArchitectLead-CPQ-Solution-EngineerCPQ-ConsultantCPQ-Integration-SpecialistSalesforceanalyticsTableauHubSpotPower BICloudandAIFulltime
Key highlights
- Required experience: 5+ years Salesforce admin (CPQ & Certinia focus)
- Key benefit: Blended office working approach
- Notable requirement: Deep Salesforce Revenue Cloud & Certinia PSA expertise
Role overview
The Sales Solutions Specialist will heavily own the configuration, maintenance, and optimization of revenue generation and services execution applications, acting as the primary functional expert for Salesforce CPQ, Revenue Cloud Advanced (RCA), and Certinia (formerly FinancialForce). The core objective is ensuring that product catalogs, pricing models, quote structures, billing data, and project tracking flows seamlessly, while maintaining integration checkpoints with HubSpot, NetSuite, and downstream reporting tools. The Access Group is one of the largest UK-headquartered business management software providers, empowering more than 160,000 small and mid-sized organisations across Europe, USA and APAC with innovative cloud solutions and integrated AI software.
Responsibilities
- Own the product catalog architecture, configuring complex bundles, option constraints, features, and configuration attributes.
- Implement and maintain intricate pricing structures, including block pricing, tier-based discount schedules, contract pricing, and Advanced Pricing Rules.
- Build and optimize dynamic Quote Templates and Guided Selling flows to streamline the sales rep experience.
- Manage the subscription lifecycle, configuration of amendments, co-terming logic, and automated renewals.
- Support migration and upgrade initiatives from legacy Salesforce CPQ configurations to Revenue Cloud Advanced (RCA) frameworks.
- Administer Certinia PS Cloud modules, heavily owning the configuration of projects, milestones, resource management, and time/expense tracking.
- Configure and govern billing engines and revenue recognition schedules to ensure smooth financial close processes.
- Manage resource requests, skills matrices, and utilization analytics to optimize professional services delivery.
- Maintain and govern financial data integrity, managing multicurrency exchange rates, ledger settings, and cross-object mappings.
- Support the Salesforce-to-NetSuite pipeline (via Workato), ensuring finalized CPQ quotes and Certinia project billing data map correctly to NetSuite Sales Orders and Invoices.
- Monitor data sync health between HubSpot and Salesforce to guarantee clean lead-to-opportunity conversions.
- Build cross-functional dashboards in Salesforce Reports or external BI systems (Tableau/PowerBI) to track core metrics like Recurring Revenue (CPQ/RCA) and Resource Utilization (Certinia).
Requirements
- Minimum 5+ years of hands-on Salesforce administration with heavy, dedicated focus on CPQ and Certinia PSA architectures.
- Deep understanding of the Salesforce Revenue Cloud data model, quote-to-order lifecycles, and subscription logic.
- Hands-on experience configuring Certinia PSA core objects, project hierarchies, and billing rules.
- Foundational understanding of how data passes between HubSpot, Salesforce, and NetSuite.
Nice to have
- Experience with Workato
Benefits
- Blended approach to office working, encouraging collaboration and connection in thriving offices.
- Commitment to people development with success plans and opportunities to accelerate your career.
Additional details
- The company culture is centered around 'Love Work. Love Life. Be You.'
- The Access Group employs over 9,300 individuals.
- The company is committed to creating an inclusive, high-performing culture and believes in equality for all and the transformative power of diversity.
- Originally posted on Himalayas
